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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3701 |
BDF
3701
Black Diamond Financial
Towson,
Maryland
| $370M | -$19.2K | -0% | 7.01% | 61% | 116 | 0.86% |
|
| 3702 |
PFA
3702
Pathway Financial Advisors
South Burlington,
Vermont
| $370M | +$23.5M | +7% | 6.58% | 48.4% | 174 | 8.62% |
|
| 3703 |
NI
3703
Nepsis Inc
Minneapolis,
Minnesota
| $370M | +$18.5M | +5% | 10.6% | 116% | 30 | 13.33% |
|
| 3704 |
MWP
3704
Moller Wealth Partners
| $369M | +$14.4M | +4% | 3.68% | 41.4% | 52 | 5.77% |
|
| 3705 |
AF
3705
Affiance Financial
St. Louis Park,
Minnesota
| $369M | +$25.6M | +7% | 6.49% | 50.1% | 104 | 13.46% |
|
| 3706 |
RS
3706
Retirement Solution
Redmond,
Washington
| $369M | +$31.1M | +9% | 9.3% | 65.2% | 45 | 20% |
|
| 3707 |
IWA
3707
IBEX Wealth Advisors
Bedminster,
New Jersey
| $369M | -$91.2M | -20% | 8.97% | 221% | 152 | 56.58% |
|
| 3708 |
CAM
3708
Cypress Asset Management
Houston,
Texas
| $369M | +$36.3M | +11% | 13.7% | 128% | 119 | 11.76% |
|
| 3709 |
AFG
3709
Altiora Financial Group
Lebanon,
Ohio
| $368M | +$23.2M | +7% | 5.32% | 38.3% | 84 | 14.29% |
|
| 3710 |
KC
3710
Kadensa Capital
Central,
Hong Kong
| $368M | -$28.4M | -7% | 17.4% | 191% | 42 | 73.81% |
|
| 3711 |
SJL
3711
Shayne & Jacobs LLC
Nashville,
Tennessee
| $368M | +$45.7M | +14% | 14.5% | 73.4% | 97 | 8.25% |
|
| 3712 |
SSA
3712
Sierra Summit Advisors
Incline Village,
Nevada
| $368M | +$24.7M | +7% | 11.9% | – | 229 | 50.66% |
|
| 3713 |
JCA
3713
Juniper Capital Advisors
Houston,
Texas
| $367M | +$29.5M | +9% | 9.34% | – | 1 | 0% |
|
| 3714 |
FRGX
3714
First Reserve GP XIII
Stamford,
Connecticut
| $367M | +$45M | +14% | 14% | 5.56% | 1 | 0% |
|
| 3715 |
RCI
3715
RS Crum Inc
Newport Beach,
California
| $367M | +$42.7M | +13% | 4.92% | 48.5% | 82 | 2.44% |
|
| 3716 |
BC
3716
Belmont Capital
Los Angeles,
California
| $367M | +$132M | +57% | 12.8% | 182% | 195 | 17.95% |
|
| 3717 |
WPP
3717
Whalerock Point Partners
Providence,
Rhode Island
| $367M | +$43.1M | +13% | 14.6% | 103% | 182 | 12.09% |
|
| 3718 |
CCM
3718
Contrarian Capital Management
Greenwich,
Connecticut
| $367M | -$44.1M | -11% | 5.74% | 29.4% | 34 | 23.53% |
|
| 3719 |
LC
3719
Lodbrok Capital
London,
United Kingdom
| $366M | +$25.5M | +7% | 7.5% | 25.9% | 5 | 0% |
|
| 3720 |
OL
3720
Optas LLC
Austin,
Texas
| $366M | +$34.1M | +10% | 11.5% | 118% | 218 | 14.22% |
|
| 3721 |
SAS
3721
Sage Advisory Services
Austin,
Texas
| $366M | -$7.04M | -2% | 5.68% | 33.9% | 53 | 11.32% |
|
| 3722 |
MM
3722
Meridian Management
Little Rock,
Arkansas
| $366M | +$14.5M | +4% | 6.54% | 57.8% | 102 | 6.86% |
|
| 3723 |
CRWM
3723
Castle Rock Wealth Management
Walnut Creek,
California
| $366M | +$36.2M | +11% | 10.3% | 105% | 244 | 12.3% |
|
| 3724 |
CPI
3724
Crestview Partners III
New York
| $366M | +$64.4M | +21% | 29.5% | 51.2% | 3 | 0% |
|
| 3725 |
MLM
3725
Mount Lucas Management
Newtown,
Pennsylvania
| $366M | +$18.3M | +5% | 9.7% | 109% | 146 | 4.11% |
|